How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Millington Financial Advisors,

13F Portfolio OverlapQ1 2026Millington Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Millington Financial Advisors, LLC is an institutional investor managing $237M across 119 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Millington Financial Advisors, are Kraft, Davis & Associates,, Second Line ,, CUTLER INVESTMENT COUNSEL, with shared positions in $QUBT, $AGQ, $WT, $HUM, $GMM, $PWR. The full ranking of 25 similar funds is below.

#1Kraft, Davis & Associates, LLCPassive

Notable overlap · 5 shared positions

$QUBT $AGQ $WT $HUM $GMM

$469M

151 positions

#2Second Line Capital, LLCActive

Some overlap · 4 shared positions

$GMM $PWR $WT $BR

$528M

185 positions

#3CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$GMM $KR $MDT $MCD

$971M

146 positions

#4J2 Capital Management IncActive

Some overlap · 6 shared positions

$AGQ $CTVA $PANW $KR $HUM $IBIT

$146M

116 positions

#5Stack Financial Management, IncActive

Some overlap · 3 shared positions

$AGQ $PWR $MDT

$1.4B

52 positions

#6Walsh & Associates, LLCPassive

Some overlap · 4 shared positions

$GMM $AGQ $HUM $CTVA

$101M

287 positions

#7Schwallier Wealth Management LLCActive

Some overlap · 4 shared positions

$GMM $WT $AGQ $HUM

$137M

58 positions

#8Split Rock Private Trading & Wealth Management, LLCActive

Some overlap · 3 shared positions

$AGQ $GMM $PWR

$129M

46 positions

#9REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$AGQ $MDT $WT $KR

$697M

218 positions

#10Cypress Capital, LLCActive

Some overlap · 5 shared positions

$AGQ $KR $WT $MDT $MCD

$351M

95 positions

#11Cobblestone Asset Management LLCPassive

Some overlap · 3 shared positions

$GMM $PANW $IBIT

$222M

73 positions

#12Archer Investment Management, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $IBIT $HUM

$238M

108 positions

#13RPg Family Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$QUBT $__PARK_1390777 $CTVA

$479M

140 positions

#14Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $HUM

$509M

132 positions

#15BFI Infinity Ltd.Active

Some overlap · 3 shared positions

$QUBT $DD $MCD

$178M

61 positions

#16Melone Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $AGQ

$245M

60 positions

#17Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$AGQ $GMM $WT $HUM

$116M

80 positions

#18Game Creek Capital, LPPassive

Some overlap · 3 shared positions

$AGQ $MDT $KR

$301M

93 positions

#19MRWM Advisors, LLCActive

Some overlap · 6 shared positions

$AGQ $KR $MDT $MCD $WT $HUM

$184M

74 positions

#20KFG WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$GMM $PWR $MCD

$774M

216 positions

#21McNamara Financial Services, Inc.Smart money

Some overlap · 3 shared positions

$GMM $WT $HUM

$528M

99 positions

#22Koss-Olinger Consulting, LLCActive

Some overlap · 3 shared positions

$GMM $INCY $CTVA

$1.2B

254 positions

#23JNBA Financial AdvisorsActive

Some overlap · 5 shared positions

$GMM $WT $MDT $HUM $MCD

$1.2B

819 positions

#24Reyes Financial Architecture, Inc.Passive

Some overlap · 5 shared positions

$AGQ $WT $AXP $MCD $HUM

$122M

348 positions

#25Uptown Financial Advisors LLCActive

Some overlap · 3 shared positions

$GMM $AXP $HUM

$126M

76 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.